A quick look at our evolving views on why we believe financial services represents India's largest AI opportunity and where/how Indian founders can start building.
Key highlights:
➤ Financial services is THE biggest services pool globally and AI is driving 20-40% productivity gains across the sector
➤ Indian BFSI operates at 50% cost-to-income ratios. That entire cost base is now addressable through AI
➤ Unlike previous tech shifts, there's unprecedented pull from boards. Getting that first AI meeting is easy. The mandate is real
➤ Verticalization is non-negotiable. Generic AI fails in regulated environments demanding explainability and domain-specific workflows
➤ 40-50% of BFSI employees in India work in middle/back office roles - massive automation opportunity
➤ The playbook: Build end-to-end multi-agent systems. Overlay legacy first, then systematically replace
➤ India's complexity (multilingual, extreme service intensity, strict regulations) = perfect testing ground. Solve here, scale globally
➤ We expect 6-12 AI-native large outcomes to emerge from India in financial services alone
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